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Function documentationMaintaining Vendor Records

 

When you create a vendor’s record, the vendor displays as a selection in drop-down lists wherever you are required to select a vendor, such as in the General Parameters Maintenance window or the Promotions Maintenance window.

Note Note

Before you can add vendor records, you must define the selections for the Vendor Type and State/Prov drop-down lists. For more information, see Maintaining Drop-Down Lists.

End of the note.

To add or change a vendor record:

  1. On the Main Menu, click File Maintenance .

  2. Click Vendors. The current list of defined vendors appears.

  3. Do one of the following:

    • To create a new vendor, click New

    • To change an existing vendor, select the vendor, and then click Open.

  4. Complete the general information identifying the vendor as follows:

    • Vendor ID: Type up to ten characters that uniquely identify the vendor in Store Manager

    • Vendor Name: Type up to 35 characters to define the name of the vendor as it will appear in drop-down lists from which you select vendors

    • Address: Type the vendor’s street address

    • City: Type the name of the city in which the vendor is located

    • State/Prov: Select the state or province in which the vendor is located

    • Zip/Postal: Type the vendor’s zip code or postal code

    • Vendor Type: Select a type of vendor

    • Phone: Type the vendor’s telephone number

    Note Note

    In all Phone and Fax fields, the brackets around the area code and the hyphen between the third and fourth numbers are completed automatically.

    End of the note.

    • Fax: Type the vendor’s fax number.

  5. Complete the vendor’s contact information as follows:

    • Contact 1 and Contact 2: Type the names of the vendor’s first and second contacts

    • Phone: Type the contact telephone numbers

    • Fax: Type the contact fax numbers.

  6. Complete the following information for the vendor:

    • Account Number: Type up to 20 characters of the store’s account number with the vendor

    • E-Mail: Type the vendor’s e-mail address

    • Order Lag Days: Type the number of days that elapse between the time you place an order with the vendor, and the time you receive the order

    • Min Order: To set the minimum amount the order must reach before the store places an order from the vendor, type a currency amount, including the decimal place

    • Vendor Discount: Type up to 30 characters to record information about vendor discounts for which the store is eligible

    • Terms: Type up to 30 characters to record information about payment terms the store must follow with the vendor

    • Note: Type any notes about the vendor

    • Web Site: Type the address of the vendor’s web site.

  7. Select the check boxes for the days on which orders are placed with the vendor.

  8. When the vendor record is complete, click Save.